富達基金-美國多元基金

基本資料

投資策略

本基金之目標為追求長期資本成長，主要(即至少70%之資產)透過投資於美國大、中及小型資本公司股票證券，以提供長期的資本增長。本基金著眼於產業及市場資本之多元化，並提供投資美國證券市場之機會。投資經理人將透過股票之選擇以增加投資價值。

基金經理人

• Gold Alex
• 資歷 1年(2020-10-01 至今)

• Alex joined Fidelity as an analyst in September 2010 after having completed his ACA accountancy qualification at PricewaterhouseCoopers (PwC). He covered a variety of sectors including energy, medical technology and European large cap banks. He was promoted to a portfolio manager in July 2017 and took over management of the Global Healthcare Fund in October 2017, a move which was as a result of his strong performance metrics among the analyst group.

• Guinness Jonathan
• 資歷 2年(2019-06-03 至今)

• Jon joined Fidelity as an analyst, covering a wide range of industries including the largest sectors in the US market - Internet, Media and Consumer Discretionary. He was promoted to a portfolio manager in 2014 after delivering strong investment results. In addition to managing this fund, he co-manages the FF American Diversified Fund with Lucas with a similar investment approach.

• Klein Lucas
• 資歷 2年(2019-06-03 至今)

• Lucas joined Fidelity in April 2018 as Director of Research for the US research team, based in London and Toronto. He took over responsibilities for the US portfolio management team in early 2020. He will continue to oversee the US research and portfolio management team, alongside his portfolio management responsibilities. Prior to joining Fidelity, Lucas managed US portfolios at Putnam delivering both strong absolute and relative returns. From 2013 - 2017, Lucas managed the Putnam Seligo Fund, a US Core 150/50 Best Ideas fund.

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